Excelsior Capital Management
Financial Services • 
Houston, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 2000 West Loop S, Houston, Texas 77027, US |
| Phone number | +13463539992 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Asset Allocation, Retirement Planning, Alternative Lending, Education Financing, Multigenerational Planning |
| Employees | 1-10 |
Key Contact at Excelsior Capital Management
Christopher Meehan
Senior Vice President - Private Wealth Management
Excelsior Capital Management Email Formats
Excelsior Capital Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@excelwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@excelwealth.com | 100% |
About Excelsior Capital Management
Excelsior Capital Management is a private wealth management firm that was established to deliver an unparalleled wealth management experience. We are built upon a culture of excellence and devoted to providing our clients with the resources needed for the enhancement of their financial and social capital, and the optimization and preservation of their wealth. “Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Excelsior Capital Management are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.”
Excelsior Capital Management revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Excelsior Capital Management has never raised funding before.
Excelsior Capital Management Tech Stack
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Frequently asked questions
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